Does anyone know if it is possible for retail orders to take into account the fact that “Find next” is not checked and that you should always find the customer price (even if it is high) instead of the “All” price? Very informative! This is timely when we are working on commercial agreements for a customer. We`re going to play with the “Keep looking” option to make it work. Thank you! “Off Invoice” applies the trading allowance (discounts) to the market position. The actual reduction percentage (or amount or set) is set in the Amounts tab: I`ve collected some certification information on the requirements of Microsoft Dynamics AX 2012 and a proposed training roadmap to arrive at each of the basic certifications. Instead of having that… If you don`t use “Search Further” for commercial sales agreements (and discounts), AX is looking for active business positions in a certain order, as stated in technet.microsoft.com/en-us/library/aa575310.aspx. (Fundamentally, he first looks for a data set “Customer – Table and Item – Table” and “Customer – All, Item – All” last). If he finds one, he stops looking. Therefore, if you have set a price for a single customer and a price for all customers, the individual price is always used instead of the “all” price, even if the individual price is higher (remember that we do not use “Find next”).
A sales contract records a contract requiring a debiteur to purchase a product in quantity or quantity determined over time for special prices and discounts. The prices and discounts of the sales agreement are higher than the selling prices or discounts in the sale price/discount agreements. If “Keep searching” is selected and discounts are found, they are added up and not replaced. Trade allocation agreements offer a third option to apply a discount to a sales position. The purchase contract must be put in place on Status – Effective before being used by the system. Note, however, that if I use the sales order form to create the order (or enter the order through the FIA), I am not invited to request the sales contract and the discount for the sales contract is not applied. One thing that Dynamics 365 users/solution analysts have forgotten quite often, is that the decimal configuration on the unit of measurement will have an impact on the trading agreement. If you have to set up prices/discounts for a partial unit of a product (half a roll, a quarter drop, etc.), you cannot do so if the unit of measurement is configured with a decimal position of 0.
Basically, I thought that if the Keep Looking option is enabled, D365FO will accumulate the commercial lines if there are several legitimate ones. Have you not noticed that we have a “Keep looking” option when we put in place a line of trade agreement? Alternatively, I can create an “unlock order” from the sales contract. With Search Plus, several trade agreement registration lines with the characteristic price have been created and displayed at different levels (for example. B one group, the other in the table). The result is that the system applies the best price, regardless of the level of the acquisition positions of the trade agreement. If the next Search option is enabled, the system accumulates all discounts, regardless of the amount of existing trading positions. Details of the trading allowance (and the sale price/discount supplement; and sales agreements) can be found in the Sales Order line > View > Price details: The next blog in this series deals with multi-line discount options and treatments.